## Power BI

Embed Power BI dashboards in your client portal.

**Type**  
Embed  
Assembly supports embedding any external application that doesn’t block embedding.

**App Visibility**  
Client  
Client-facing apps are visible to clients as well as your internal team.

**Pricing**  
Free

### Overview  
**Power BI** lets you create data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data. You can connect a **Report** by following the instructions below.

### App Setup  
01. Go to _App Library_, and click _\+ Add an app_ in the top right corner.  
02. Select Power BI in the _Client-facing_ section.  
03. After clicking on the app, click on _Install_ in the top-right.  
04. Give the app a name and icon, and configure whether all clients can see it or only a subset.  
05. We recommend setting this up as a **manual** app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an **automatic** app.  
06. Next, click _Add_. You will be taken to the app's page, where you can set the embed for each client, group, or company.  
07. Click _Add_ to add your first embed or link. Select the client(s) or company to share the app with.  
08. Select _Show as embed_ so that the client isn't directed outside of the portal.  
09. Go to your Power BI home page and open the **report** you wish to embed.  
10. Under _File > Embed report_, click _Website or Portal_.  
11. Copy the link ( **not** the iframe code).  
12. Go back to the app page in Assembly, paste the copied link into the content box, and click _Save_.

### Additional Configuration  
Power BI implements security features that require your client to be logged into Power BI with a Power BI Pro license in order to view the embedded dashboard.

You can create a Microsoft Entra security group for the client's company, and grant 'read only' direct access to the relevant dashboard within the Power BI website. Then, invite the client as an 'external user' and add them to this security group. They need to accept the Entra invite to be added.

The client should then request their internal IT administrator to assign a Power BI Pro license, and the client's company will handle the admin and cost of this themselves.

Once the client has done all of the above, when the client sees the Power BI embed screen, all they need to do is click the yellow button and it will automatically log them in to view the dashboard. This process becomes seamless once they have done the initial setup.

Your clients deserve better.

Try for free for 14 days, no credit card required.